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Patient File Management
Working with the Patient File
28 articles
Deleting an Account
Creating Spreadsheet Templates
Invoicing from a patient file to a third-party payer
How to add a Memo to the Messages tab of the Patient File
Using the Image Viewer
Using the Quick Actions Menu
Adding Default Accounts
Adding an Account to a Patient File
Changing the order of patient file tabs
COVID-19 Vaccination Status Warnings
Pinned Tags
Recording a Patient's COVID-19 Vaccination Status
How to Merge Duplicate Patient Files
Printing and Emailing an Appointment Schedule for a Patient
How to Store Medicare & DVA Card Details
How to Mark a File Attachment as Confidential
How to Upload an Attachment to a Patient File
Marketing Statuses
How to Add a Patient Recall
Setting up Recall Types
How to Create a Patient Task
Managing Treatment Plans
Making a Patient File Inactive
Adding Tags to Patient Files
Patient Contacts and Relationships
Linking Family Members
Adding a Referring Doctor to an Account
Default Treatment Plans